Information that is good to know
We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.
March review: Global energy turmoil shapes markets
3/31/2026
All eyes were turned toward the Middle East throughout the month of March, with the US and Israel’s ongoing conflict with Iran causing energy prices to surge.
Markets & Investing
Investing outlook: discipline over emotion
3/25/2026
Raymond James Chief Investment Officer Larry Adam shares key drivers shaping markets and the economic outlook
Markets & Investing
Infographic: Thriving in retirement
Here are five ways to help you enjoy the transition to retirement and live life to the fullest.
Retirement & Longevity
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
Tailored lending: A strategic tool for sophisticated individuals
Customization that serves the multifaceted needs of private wealth.
Markets & Investing
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning